JFS Wealth Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31K | Hold |
154
| – | – | ﹤0.01% | 886 |
|
|
2025
Q1 | $9.91K | Buy |
154
+12
| +8% | +$772 | ﹤0.01% | 885 |
|
|
2024
Q4 | $8.4K | Hold |
142
| – | – | ﹤0.01% | 911 |
|
|
2024
Q3 | $8.62K | Buy |
142
+17
| +14% | +$1.03K | ﹤0.01% | 907 |
|
|
2024
Q2 | $6.36K | Hold |
125
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $6.3K | Sell |
125
-12
| -9% | -$605 | ﹤0.01% | 1017 |
|
|
2023
Q4 | $7.03K | Buy |
137
+69
| +101% | +$3.54K | ﹤0.01% | 915 |
|
|
2023
Q3 | $3.3K | Sell |
68
-55
| -45% | -$2.67K | ﹤0.01% | 1174 |
|
|
2023
Q2 | $6.46K | Buy |
123
+24
| +24% | +$1.26K | ﹤0.01% | 896 |
|
|
2023
Q1 | $5.29K | Sell |
99
-52
| -34% | -$2.78K | ﹤0.01% | 961 |
|
|
2022
Q4 | $8.34K | Sell |
151
-162
| -52% | -$8.94K | ﹤0.01% | 775 |
|
|
2022
Q3 | $17K | Buy |
313
+17
| +6% | +$923 | ﹤0.01% | 607 |
|
|
2022
Q2 | $17K | Sell |
296
-18
| -6% | -$1.03K | ﹤0.01% | 621 |
|
|
2022
Q1 | $20K | Buy |
314
+271
| +630% | +$17.3K | ﹤0.01% | 607 |
|
|
2021
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 958 |
|